Wealth Coach; Consultative Sales

Six-figure closer wanted to coach high-achievers on building cash flow

If you love consultative, question-based selling and you’re great at turning first meetings into long-term clients, Tardus Wealth Strategies wants to meet you. As a Senior Wealth Coach, you will run strategy sessions with qualified leads, craft customized cash flow plans, and enroll the right-fit clients into our coaching program and VIP tier. You’ll be measured by outcomes you control: held meetings, close rate, renewals, revenue booked, VIP upsells, and referrals generated.

• Ask smart questions, listen deeply, and sell with integrity - Consistently close four- and five-figure programs
• Build pipeline through networking, partnerships, and referrals
• Are organized, coachable, confident, and comfortable on camera
• Use technology well: CRM, Zoom, calendars, and AI tools like ChatGPT

• Run 1:1 strategy meetings and present tailored plans
• Close new clients and upsell right‑fit clients into VIP
• Follow a documented sales process using SPIN-style discovery
• Build and manage a personal pipeline through outreach and referrals
• Maintain clean CRM hygiene and accurate forecasts
• Mentor junior coaches and share best practices

• Competitive compensation with uncapped commission and residuals
• Self‑sourced pipeline
• Training, scripts, objection handling playbooks, and ongoing coaching
• A mission‑driven team that values results and integrity

Submit a resume and Linked In profile. Include year-by-year sales results and average deal size.

The Senior Wealth Coach leads consultative sales conversations that enroll mid- to high-level clients into Tardus coaching programs and VIP. The coach creates and manages a full pipeline, runs expert discovery, creates comprehensive plans, and drives referrals. The role requires strong organization, consistent follow‑up, and a mentoring mindset.

10 days: Complete onboarding on Tardus sales process and SPIN discovery; shadow and reverse-shadow strategy meetings; pass final role‑play; CRM set up, daily routines established; personal pipeline plan approved.

60 days: Hold 15–25 qualified first meetings per month; maintain show rate target.

90 days and ongoing: Company close rate possible of 80% with upsell to VIP program and residual.

• Run high-quality discovery using SPIN-style questioning
• Present tailored cash flow plans and communicate value clearly
• Handle objections, and ask for the sale
• Diligently follow up
• Source new opportunities via networking, events, partners, and referrals
• Maintain accurate CRM records, tasks, and stage progression
• Coordinate smooth handoffs
• Track, report, and improve personal metrics weekly
  
  Participate in weekly training and role‑play

• Proven record of six-figure annual earnings in consultative sales
• 3+ years closing high-ticket services or programs
• Demonstrated SPIN or question-based selling mastery
• Comfortable on Zoom and in presentations
• Organized, self-managing, consistent follow-through
• Tech fluent: CRM, calendar, video, slides, spreadsheets, AI tools
• Integrity, presence, coachability, and a clear desire to help clients win

Nice to have: Experience in financial coaching, wealth strategies, or adjacent fields; leading or mentoring.

• Remote, with some evening availability for client time zones
• Occasional travel for team events or summits

• Commission, renewal residual, and team bonuses

This role provides coaching and education. It does not provide investment, tax, or legal advice. All representations must follow Tardus compliance and brand guidelines.